Job description preview
From TIAA’s original posting
Wealth Mgmt Strategy The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their most critical strategic and operating model issues. The team follows a hypothesis driven, fact-based approach to problem solving. The opportunity to solve critical business problems, coupled with the team's diversity of perspectives and background distinguishes the WM Strategy team from other areas of the firm. Senior Directors on the WM Strategy team are instrumental in driving projects forward, responsible for overall project execution, review of analyses completed by junior team members, and development of comprehensive presentations related to strategic planning, business improvement, and other internal consulting initiatives. This job collaborates closely with the Head of Strategy and MDs on the team to determine the direction while also actively managing junior team members in conducting analysis and research. The job partners extensively with colleagues across Wealth including distribution, product, finance, risk, operations and technology. The Senior Director is expected to craft and present recommendations to senior leadership…
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